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Est. 2026The front page of wealth managementNew York

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RB SEC, Schwab, and Michael Kitces all improbably allied successfully to 'protect' sub-$1 billion RIAs by reclassifying them as 'small,' but move may create vulnerability – the Commission gained leverage to push firms to state registrationWT The Human in the Loop: AI Agents for Estate and Tax Planning with Danny Lohrfink of Wealth.comIN Elon Musk touts data centers in space at Baron Investment ConferenceIN Mercer Advisors, Osaic deepen AI bets with Arch and Nitrogen dealsWM Osaic's CW Advisors Announces 3 of 8 Planned Acquisitions This YearFP Passing the CFP retake — tips from second-time success storiesIN Why $66 billion mega-RIA Carson Group stays out of South FloridaWM Deals & Moves: Beacon Pointe Acquires RIA Focused on Airline WorkersFP Fees drive revenue growth as Edward Jones adds advisors, assetsIN LPL advisor, South Carolina state senator, elected to U.S. Congress
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters

17,210 firms manage $177.9 trillion

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 16281
    Northfront Financial USA IncCalgary, Alberta, Canada · 33 clientsWealth managerWrap sponsor
    RBC 100%
    $11M
  2. 16282
    Advisors Crypto, Inc.Austin, TX · 74 clientsWealth manager
    Schwab 100%
    $11M
  3. 16283
    Bancreek Capital Strategies, LLCSanta Monica, CA · 1 clientsAsset manager
    No custodian reported
    $11M
  4. 16284
    Delta CapitalSantana De Parnaiba, Brazil · 29 clientsWealth manager
    Tastytrade 100%
    $11M
  5. 16285
    Advanced Advisor Group, LLCCambridge, MN · 58 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $11M
  6. 16286
    Highline Asset Management, LLCSherman Oaks, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $11M
  7. 16287
    Gravity Capital Partners, LLCAsset manager
    Fidelity 100%
    $11M
  8. 16288
    Everkey Financial LLCKaty, TXAsset manager
    Fidelity 66%Stancorp Equities 34%
    $11M
  9. 16289
    Volt Equity LLCSan Francisco, CA · 1 clientsAsset manager
    No custodian reported
    $10M
  10. 16290
    Trustee Empowerment & Protection, Inc.Troy, MI · 3 clientsAsset manager
    Amalgamated Investment Management 100%
    $10M
  11. 16291
    SP FundsLake Mary, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $10M
  12. 16292
    Armada EtfsNovi, MI · 2 clientsAsset manager
    No custodian reported
    $10M
  13. 16293
    Parvin Fund ManagementSioux Falls, SD · 1 clientsAsset manager
    No custodian reported
    $10M
  14. 16294
    Webs Investments Inc.13 clientsAsset managerHybrid
    No custodian reported
    $10M
  15. 16295
    Premium 72 Capital10 clientsWealth manager
    No custodian reported
    $10M
  16. 16296
    TinderwealthWealth manager
    Interactive Brokers 75%Schwab 25%
    $10M
  17. 16297
    Typhon Advisors, LLCMiami Beach, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $10M
  18. 16298
    Paladin CapitalArden Hills, MN · 19 clientsWealth managerHybrid
    Schwab 100%
    $10M
  19. 16299
    Empiric InstitutionalAustin, TX · 6 clientsAsset managerHybridEmpiric Distributors, Inc.
    Raymond James 57%Schwab 30%
    $10M
  20. 16300
    HDI Capital LLCAsset manager
    Interactive Brokers 88%
    $10M
  21. 16301
    E. Magnus Oppenheim & Co. Inc.New York, NY · 11 clientsBroker-dealer firmAffiliated broker-dealerParsonex Capital Markets, LLC, Parsonex Securities, Inc.
    No custodian reported
    $10M
  22. 16302
    Navalfa Activos AlternativosMexico City, Mexico · 13 clientsPrivate fund adviser
    Interactive Brokers 100%
    $9M
  23. 16303
    Virgo Digital Asset Management Inc.North York, Canada · 33 clientsWealth manager
    Interactive Brokers 100%
    $9M
  24. 16304
    Emerald Research Corp.1 clientsAsset manager
    No custodian reported
    $9M
  25. 16305
    Wayzata Investment Partners LLCWayzata, MN · 2 clientsPrivate fund adviser
    No custodian reported
    $9M
  26. 16306
    FBL Wealth Management, LLCWest Des Moines, IAWealth managerPublic-company ownedHybridFBL Marketing Services, LLC
    No custodian reported
    $9M
  27. 16307
    Harbourfront Wealth America Inc.Vancouver, Canada · 22 clientsWealth manager
    Interactive Brokers 100%
    $9M
  28. 16308
    Benjamins MoneyMcLean, VA · 5 clientsWealth manager
    RBC 100%
    $9M
  29. 16309
    Concreit Fund Management LLCSeattle, WA · 16,758 clientsPrivate fund adviser
    No custodian reported
    $9M
  30. 16310
    Sooner Private Financial LLCSalem, NH · 57 clientsWealth manager
    No custodian reported
    $9M
  31. 16311
    J.p.morgan Wealth Management Solutions Inc.New York, NY · 33 clientsWealth managerBank-affiliatedHybridJ.P. Morgan Securities LLC
    J.P. Morgan 100%
    $9M
  32. 16312
    Bluevine Advisory LLCJersey City, NJ · 298 clientsAsset manager
    Pershing 100%
    $9M
  33. 16313
    Cbiz Retirement Plan Advisory ServicesCleveland, OH · 11 clientsBroker-dealer firmHybrid
    Voya Financial 100%
    $9M
  34. 16314
    Make the Memory Financial Planning38 clientsWealth manager
    Altruist 100%
    $9M
  35. 16315
    Khaveen InvestmentsKuala Lumpur, Wilayah Perseketuan, Malaysia · 15 clientsWealth manager
    Interactive Brokers 100%
    $9M
  36. 16316
    Tinicum Venture Partners LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $9M
  37. 16317
    Lancaster25 clientsWealth managerHybrid
    No custodian reported
    $9M
  38. 16318
    Brimstone Asset Management Company LimitedHong Kong, China · 3 clientsPrivate fund adviser
    No custodian reported
    $8M
  39. 16319
    Matterhorn Investment Management LLPLondon, United Kingdom · 1 clientsPrivate fund adviser
    No custodian reported
    $8M
  40. 16320
    M.D. Sass-Macquarie Financial Strategies Management Company, LLCNew York, NY · 2 clientsPrivate fund adviserHybridM.D. Sass Securities, L.L.C., Macquarie Capital (USA) Inc.
    No custodian reported
    $8M

RIAs by state